Wells Fargo & Company
WFC- Exchange
- NYSE
- Industry
- National Commercial Banks
- SEC CIK
- 0000072971
No open-market purchases or sales by Wells Fargo & Company insiders were filed in the last 90 days; 2,882 institutions reported holding it in 13F filings for Q2 2026, worth $193.1B in total; 5 superinvestors hold it, including Harris Associates (Oakmark) and Daily Journal.
Other share classesWFCNPWFC.PAWFC.PCWFC.PDWFC.PLWFC.PYWFC.PZ
13F holders, Q3 2024
Institutional positions in Wells Fargo & Company as of Sep 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,247
- +11 vs. Q2 2024
- Shares held
- 2.53B
- +209.9M (+9.1%) vs. Q2 2024
- Total value
- $142.8B
- +$5.24B (+3.8%) vs. Q2 2024
- New holders
- 168
- 779 more added
- Sold out
- 157
- 927 more reduced
27 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WFC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,882 | $193.1B |
| Q1 2026 | 2,827 | $184.0B |
| Q4 2025 | 2,910 | $223.9B |
| Q3 2025 | 2,663 | $200.3B |
| Q2 2025 | 2,633 | $199.2B |
| Q1 2025 | 2,559 | $180.8B |
| Q4 2024 | 2,563 | $177.5B |
| Q3 2024 | 2,247 | $142.8B |
| Q2 2024 | 2,263 | $152.8B |
| Q1 2024 | 2,204 | $154.8B |
| Q4 2023 | 2,153 | $133.4B |
| Q3 2023 | 1,975 | $110.1B |
| Q2 2023 | 1,995 | $115.4B |
| Q1 2023 | 1,993 | $103.6B |
| Q4 2022 | 2,070 | $116.4B |
| Q3 2022 | 1,963 | $113.0B |
| Q2 2022 | 1,997 | $108.7B |
| Q1 2022 | 2,144 | $133.8B |
| Q4 2021 | 2,079 | $135.1B |
| Q3 2021 | 1,913 | $134.2B |
| Q2 2021 | 1,935 | $133.3B |
| Q1 2021 | 1,877 | $113.4B |
Institutions, Q3 2024
Shares, value and share of portfolio for each institution holding Wells Fargo & Company; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Auxano Advisors, LLC | 7,616 | $430.2K | 0.11% | −167−2.1% | Reduced |
| Martingale Asset Management L P | 7,599 | $429.3K | 0.01% | +3,269+75.5% | Added |
| Campion Asset Management LLC | 7,585 | $428.5K | 0.31% | −270−3.4% | Reduced |
| Permanens Capital L.P. | 7,574 | $427.9K | 0.09% | +7,574 | New |
| Kestra Investment Management, LLC | 7,570 | $427.6K | 0.02% | +7,570 | New |
| Well Done, LLC | 7,564 | $427.3K | 0.08% | −394−5.0% | Reduced |
| First Dallas Securities Inc. | 7,550 | $426.5K | 0.18% | +200+2.7% | Added |
| Global Assets Advisory, LLC | 7,678 | $425.3K | 0.23% | +602+8.5% | Added |
| MCF Advisors LLC | 7,513 | $424.4K | 0.03% | −188−2.4% | Reduced |
| Connecticut Wealth Management, LLC | 7,488 | $423.0K | 0.02% | +2,671+55.4% | Added |
| Thrive Wealth Management, LLC | 7,474 | $422.2K | 0.08% | −25−0.3% | Reduced |
| Sentry Investment Management LLC | 7,469 | $422.0K | 0.18% | −2,026−21.3% | Reduced |
| ICONIQ Capital, LLC | 7,466 | $421.8K | 0.01% | +7,466 | New |
| Stratos Wealth Advisors, LLC | 7,463 | $421.6K | 0.02% | +98+1.3% | Added |
| Guardian Wealth Advisors, LLC | 7,429 | $419.7K | 0.05% | +121+1.7% | Added |
| Ullmann Financial Group, Inc. | 7,414 | $418.8K | 0.05% | −168−2.2% | Reduced |
| Ambassador Advisors, LLC | 7,405 | $418.3K | 0.07% | −80−1.1% | Reduced |
| Bridge Creek Capital Management LLC | 7,400 | $418.0K | 0.13% | 00.0% | Unchanged |
| ERn Financial, LLC | 7,395 | $417.7K | 0.06% | +33+0.4% | Added |
| TCTC Holdings, LLC | 7,373 | $416.5K | 0.01% | +20+0.3% | Added |
| Titleist Asset Management, LLC | 7,366 | $416.1K | 0.06% | −654−8.2% | Reduced |
| Financial Insights, Inc. | 7,350 | $415.2K | 0.13% | −403−5.2% | Reduced |
| Pacifica Capital Investments, LLC | 7,335 | $414.0K | 0.14% | 00.0% | Unchanged |
| Holistic Planning, LLC | 7,329 | $414.0K | 0.18% | +2,786+61.3% | Added |
| Cornerstone Advisory, LLC | 7,327 | $413.9K | 0.05% | +82+1.1% | Added |
| Steel Peak Wealth Management LLC | 7,323 | $413.7K | 0.02% | +311+4.4% | Added |
| Delta Investment Management, LLC | 7,320 | $413.5K | 0.08% | 00.0% | Unchanged |
| Laurion Capital Management LP | 7,304 | $412.6K | 0.03% | −90,927−92.6% | Reduced |
| First National Bank & Trust Co of Newtown | 7,288 | $411.7K | 0.08% | 00.0% | Unchanged |
| Spinnaker Trust | 7,277 | $411.1K | 0.03% | −2,000−21.6% | Reduced |
| Lakeside Advisors, INC. | 7,275 | $411.0K | 0.26% | −731−9.1% | Reduced |
| Allen Capital Group, LLC | 7,264 | $410.3K | 0.05% | +1,064+17.2% | Added |
| Weaver Consulting Group | 7,258 | $410.0K | 0.13% | 00.0% | Unchanged |
| Lynch & Associates | 7,253 | $409.7K | 0.09% | 00.0% | Unchanged |
| Alpha Family Trust | 7,220 | $407.9K | 0.23% | 00.0% | Unchanged |
| Sterneck Capital Management, LLC | 7,196 | $406.5K | 0.22% | −2,548−26.1% | Reduced |
| Patten & Patten Inc | 7,189 | $406.1K | 0.03% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 7,153 | $404.1K | 0.05% | +11+0.2% | Added |
| Summit Asset Management, LLC | 7,150 | $403.9K | 0.08% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 7,143 | $403.5K | 0.12% | −119−1.6% | Reduced |
| Cambridge Advisors Inc. | 7,116 | $402.0K | 0.09% | −598−7.8% | Reduced |
| Maia Wealth LLC | 6,138 | $401.6K | 0.10% | +2,249+57.8% | Added |
| Kathleen S. Wright Associates Inc. | 7,075 | $401.6K | 0.17% | 00.0% | Unchanged |
| New Hampshire Trust | 7,105 | $401.4K | 0.09% | 00.0% | Unchanged |
| S.A. Mason LLC | 7,103 | $401.2K | 0.21% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 7,099 | $401.0K | 0.03% | −304−4.1% | Reduced |
| John W. Brooker & Co., CPAs | 7,075 | $399.7K | 0.18% | 00.0% | Unchanged |
| LifePlan Financial, LLC | 7,066 | $399.1K | 0.34% | −5,003−41.5% | Reduced |
| Wellspring Financial Advisors, LLC | 7,061 | $398.8K | 0.05% | +7,061 | New |
| New Wave Wealth Advisors LLC | 7,056 | $398.6K | 0.18% | +81+1.2% | Added |
| Heritage Oak Wealth Advisors LLC | 7,056 | $398.6K | 0.18% | +7,056 | New |
| Signal Advisors Wealth, LLC | 7,053 | $398.4K | 0.06% | +7,053 | New |
| BancorpSouth Bank | 7,050 | $398.3K | 0.03% | −30.0% | Reduced |
| Elyxium Wealth, LLC | 7,036 | $397.5K | 0.22% | +7,036 | New |
| Wealth Management Partners, LLC | 7,023 | $396.8K | 0.18% | −50−0.7% | Reduced |
| Lincoln Capital LLC | 7,009 | $395.9K | 0.08% | +30.0% | Added |
| Cape Investment Advisory, Inc. | 7,003 | $395.6K | 0.16% | +596+9.3% | Added |
| Kearns & Associates LLC | 7,000 | $395.4K | 0.26% | 00.0% | Unchanged |
| APCM Wealth Management for Individuals | 6,997 | $395.3K | 0.06% | +1,368+24.3% | Added |
| Westhampton Capital, LLC | 6,990 | $394.9K | 0.20% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 6,977 | $394.1K | 0.03% | +311+4.7% | Added |
| Schulhoff & Co Inc | 6,975 | $394.0K | 0.16% | +10.0% | Added |
| Modern Wealth Management, LLC | 6,920 | $390.9K | 0.02% | +141+2.1% | Added |
| Piscataqua Savings Bank | 6,915 | $390.6K | 0.33% | −300−4.2% | Reduced |
| Fortitude Family Office, LLC | 6,912 | $390.5K | 0.15% | +1,015+17.2% | Added |
| Bouchey Financial Group Ltd | 6,901 | $389.8K | 0.03% | −15−0.2% | Reduced |
| MONECO Advisors, LLC | 6,884 | $388.9K | 0.05% | −52−0.7% | Reduced |
| Ssi Investment Management LLC | 6,872 | $388.2K | 0.03% | −6−0.1% | Reduced |
| Founders Financial Alliance, LLC | 6,860 | $387.5K | 0.11% | −490−6.7% | Reduced |
| Means Investment Co., Inc. | 6,848 | $386.9K | 0.04% | +55+0.8% | Added |
| Great Waters Wealth Management | 6,839 | $386.3K | 0.05% | +187+2.8% | Added |
| Sequent Asset Management, LLC | 6,837 | $386.2K | 0.19% | −236−3.3% | Reduced |
| Washington Trust Advisors, Inc. | 6,818 | $385.1K | 0.03% | −166−2.4% | Reduced |
| Simmons Bank | 6,801 | $384.2K | 0.03% | −300−4.2% | Reduced |
| Cowa, LLC | 6,800 | $384.1K | 0.18% | −500−6.8% | Reduced |
| LBMC Investment Advisors, LLC | 6,797 | $384.0K | 0.03% | 00.0% | Unchanged |
| Belmont Capital, LLC | 6,790 | $383.5K | 0.06% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 6,788 | $383.5K | 0.02% | −222−3.2% | Reduced |
| Sunflower Bank, N.A. | 6,762 | $382.0K | 0.10% | +167+2.5% | Added |
| Fortem Financial Group, LLC | 6,758 | $381.7K | 0.16% | −142−2.1% | Reduced |
| Mach-1 Financial Group, Inc. | 6,749 | $381.3K | 0.23% | −377−5.3% | Reduced |
| Drexel Morgan & Co. | 6,747 | $381.1K | 0.07% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 6,747 | $381.0K | 0.21% | −36−0.5% | Reduced |
| Richard W. Paul & Associates, LLC | 6,731 | $380.2K | 0.14% | −103−1.5% | Reduced |
| Sand Hill Global Advisors, LLC | 6,718 | $379.5K | 0.02% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 6,709 | $379.0K | 0.04% | +251+3.9% | Added |
| West Oak Capital, LLC | 13,625 | $378.5K | 0.07% | +6,700+96.8% | Added |
| Atlas Brown,Inc. | 6,698 | $378.4K | 0.13% | +25+0.4% | Added |
| Arbor Investment Advisors, LLC | 6,671 | $376.9K | 0.05% | +6,671 | New |
| Key Client Fiduciary Advisors, LLC | 6,658 | $376.1K | 0.17% | +413+6.6% | Added |
| Callan Family Office, LLC | 6,608 | $373.3K | 0.06% | −85,394−92.8% | Reduced |
| Colonial Trust Co | 6,557 | $370.4K | 0.06% | +4,418+206.5% | Added |
| Cassaday & Co Wealth Management LLC | 6,557 | $370.4K | 0.01% | −142−2.1% | Reduced |
| E&G Advisors, LP | 6,534 | $369.1K | 0.10% | 00.0% | Unchanged |
| Caxton Associates LP | 6,530 | $368.9K | 0.02% | +6,530 | New |
| Winning Points Advisors, LLC | 9,006 | $368.4K | 0.70% | +9,006 | New |
| Bristlecone Advisors, LLC | 6,516 | $368.1K | 0.03% | −1,034−13.7% | Reduced |
| Signature Estate & Investment Advisors LLC | 6,515 | $368.0K | 0.01% | +45+0.7% | Added |
| Mengis Capital Management, Inc. | 6,513 | $367.9K | 0.07% | −4,598−41.4% | Reduced |
| Crown Wealth Group, LLC | 6,508 | $367.6K | 0.16% | −6−0.1% | Reduced |